Pantheon Macroeconomics
Best viewed on a device with a bigger screen...
19th Aug 2022 08:59Emerging Asia, Daily Monitor, Weekly Monitor
Tourism in ASEAN is skyrocketing, and we see no reason to panic over Thailand’s underperformance.
Visitors from China aren’t entirely M.I.A., but their near-absence ultimately will impose a hard ceiling.
We maintain that a pause by the BSP is imminent, despite last week’s continued tightening in policy.
August, board, china, disinflation, exports, gdp, global oil prices, growth, growth rate, inflation, January, monetary, net services exports, oil, oil prices, q2, repo, September, us, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence